# AI Prompt Widget

## What is the AI Prompt Widget?

The AI Prompt Widget is a special type of widget that uses artificial intelligence to analyze data and generate narrative insights within your Custom Dashboards. It transforms numerical information into clear, objective interpretations, making it easier to understand trends and patterns. With the AI Prompt Widget, you can ask specific questions about your data and receive intelligent answers based on the context you define.

## Features

* **Intelligent analysis:** The AI interprets the selected data and generates relevant insights based on the context applied.
* **Personalized responses:** Answers specific questions tailored to your filters and data scope.
* **Automatic updates:** The answer refreshes whenever filters or dashboard data change.
* **Context comparison:** Allows you to compare up to five different scenarios side by side.
* **Integration with other widgets:** Can reference other widgets in the same dashboard as context sources, combining quantitative visuals with narrative analysis.

## Context Types

When configuring the AI Prompt Widget, each context can be one of two types:

### Filter

Uses a time period and optional advanced filters to define the data scope for that context. You can configure:

* **Period** — defaults to Last 30 days, but can be changed.
* **Advanced filters** — refine the data by specific properties (e.g. where Search contains a value). Toggle **Ignore global filter** if this context should be independent from the dashboard-level filter.

### Widget

References another widget already present in the dashboard as the data source for that context. This is useful when you want the AI to interpret or comment on data that is already visualized elsewhere on the same dashboard.

{% hint style="info" %}
You can select widgets from any tab within the same dashboard. Widgets from other dashboards are not available as context sources.
{% endhint %}

## Comparison Functionality

The AI Prompt Widget supports up to five contexts (Context 1 through Context 5). This allows rich comparisons between periods, segments, or existing visualizations. For example:

* **Context 1 (Filter):** "Current period" — Last 3 months
* **Context 2 (Filter):** "Previous period" — Previous 3 months
* **Context 3 (Widget):** "Satisfaction trend chart" — references a line chart widget on the Overview tab

The AI will refer to each context by the name you give it and weave them together in its response.

## How to Use the AI Prompt Widget

{% stepper %}
{% step %}
**Access your Custom Dashboard**

Open an existing dashboard or create a new one in Birdie.
{% endstep %}

{% step %}
**Add a new widget**

Select the **Prompt** widget type from the widget picker.
{% endstep %}

{% step %}
**Configure the prompt**

Navigate to the **Setup** tab and write a clear, objective question that guides the AI in its analysis.
{% endstep %}

{% step %}
**Add context**

Navigate to the **Context** tab. You can configure up to five contexts.

For each context:

1. Enter a **Context name** — this is how the AI will refer to it in its response.
2. Select a **Context type**:
   * Choose **Filter** to define a time period and optional advanced filters.
   * Choose **Widget** to select an existing widget from the current dashboard (across any tab).

{% hint style="info" %}
When using the Widget context type, the dropdown lists all widgets available within the current dashboard, including those on other tabs. Widgets from other dashboards cannot be selected.
{% endhint %}
{% endstep %}

{% step %}
**Save the widget**

Click **Save changes**. The AI will generate its response immediately and update automatically whenever filters or referenced widget data change.
{% endstep %}
{% endstepper %}

## Example

**Scenario:** Understand what is driving dissatisfaction in credit card feedback, in the context of the overall satisfaction trend already visible on the dashboard.

**Contexts configured:**

* **Context 1 (Filter)** — "Last quarter": Period set to Last 3 months, filtered by Product: Credit Cards.
* **Context 2 (Widget)** — "Satisfaction trend": references the CSAT line chart widget on the Overview tab.

**Prompt:** "Based on the satisfaction trend in Context 2, what are the main problems reported in Context 1 and how do they relate to the drop in satisfaction?"

**Expected result:** A narrative analysis connecting the quantitative trend visible in the chart widget to the qualitative feedback themes, highlighting the most frequent problems and their impact on customer experience.

## Best Practices

* **Be specific in the prompt:** Direct, focused questions generate more actionable responses than broad ones.
* **Name contexts clearly:** The AI uses the context name to structure its response — "Last quarter" is clearer than "Context 1".
* **Combine Filter and Widget contexts:** Use Filter contexts for time-scoped data slices and Widget contexts to anchor the AI's analysis to what is already visible on the dashboard, creating a cohesive narrative.
* **Mind filter scope:** When using the Filter type, the AI only analyzes data within the filtered sample — avoid over-filtering to the point of losing meaningful signal.
* **Configure once, let it update:** Prompts are persistent and dynamic. Set them up once and only revisit when your analytical question changes.

## Common Questions

<details>

<summary>Does the AI Prompt Widget work with any type of filter?</summary>

Yes, when using the Filter context type, it analyzes data based on the filters you apply.

</details>

<details>

<summary>Can I reference a widget from another dashboard tab?</summary>

Yes, when using the Widget context type, the selector shows all widgets in the current dashboard, regardless of which tab they are on.

</details>

<details>

<summary>Can I reference a widget from a different dashboard?</summary>

No, only widgets within the same dashboard are available as context sources.

</details>

<details>

<summary>Can I have multiple AI Prompt Widgets in the same dashboard?</summary>

Yes, you can add as many as needed, each with its own prompt and context configuration.

</details>


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